Honours for Paraplanner Dani Nicholls
8th July 2019
Our Paraplanning Manager, Dani Nicholls, has been celebrating after being recognised as one of the UK’s best paraplanners in the 2019 Money Marketing Awards. Dani was awarded Highly Commended and…
Pension Transfer Gold Standard
We are absolutely delighted that we have been acknowledged by the Personal Finance Society (PFS) with the Pension Transfer Gold Standard. It’s a badge that we wear with pride and…
2019 Money Marketing Awards – Best Paraplanner Finalist
29th March 2019
We are super proud of our Paraplanning Manager, Dani Nicholls, who is a shortlisted for Best Paraplanner at this year’s Money Marketing Awards. Dani started her career in financial services…
Won the Lottery? What happens next…
21st March 2019
Most of us will never experience a big win on the lottery, but if you are lucky enough to see your ticket hit the jackpot, what do you do next?…
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